Pinnacle Wealth Planning Services’s SEI Select Small Cap ETF SEIS Stock Holding History
Bought
Maintained
Sold
Other funds holding SEIS
SWGC
STB
MFG
CCC
AC
PWM
PFA
GRP
Pinnacle Wealth Planning Services's SEIS Position: Q2 2026 in Review
Pinnacle Wealth Planning Services held its SEI Select Small Cap ETF (SEIS) position steady in Q2 2026 at 3,332 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #807.
Pinnacle Wealth Planning Services first reported a position in SEIS in Q4 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold SEIS as of Q2 2026.
- Pinnacle Wealth Planning Services held 3,332 shares of SEI Select Small Cap ETF worth $112K as of Q2 2026.
- Pinnacle Wealth Planning Services left its SEI Select Small Cap ETF share count unchanged in Q2 2026.
- SEI Select Small Cap ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #807 holding.
- Pinnacle Wealth Planning Services first reported a position in SEI Select Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
- 35 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q2 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.